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Glassman Wealth Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Glassman Wealth Services’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-235
Closed -$32.9K – 204
2025
Q1 		$32.9K Buy
+235
New +$34.9K 0.01% 119

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glassman Wealth Services's IAI Position: Q2 2025 in Review

Glassman Wealth Services sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2025, closing a stake of 235 shares — an estimated $32.9K sold.

Glassman Wealth Services first reported a position in IAI in Q1 2025 and held it in 1 quarter. The position peaked at $32.9K in Q1 2025. 182 funds tracked by Wall St. Rank hold IAI as of Q2 2025.

  • Glassman Wealth Services reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2025 after selling out during the quarter.
  • Glassman Wealth Services sold 235 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2025, an estimated $32.9K.
  • Glassman Wealth Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2025 and held it in 1 quarter.
  • Glassman Wealth Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $32.9K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.